About This Course
Who this course is for:
- Business owners
What you’ll learn:
- How to use the loan manager to generate an amortization schedule
- Generate an amortization table in Excel
- Generate bills or checks for payments with proper breakdown of principal and interest
- Make loan projections
Software version used in the course:
- QuickBooks Desktop Pro 2021
This is the twelfth in a series of courses covering QuickBooks Desktop Pro 2021, comprehensively.
We will outline what the loan manager is and how to use it.
Learners will learn how to use the loan manager to generate an amortization table, a list of future payments, the interest and principal portion of each payment, and the loan balance after each.
The course will demonstrate how to generate an amortization table in Excel for comparison to the loan manager, Excel providing a transparent look at what an amortization table is and how it is calculated.
We will show how the loan manager can be used to generate bills or checks as payments become due in accordance to the loan manager amortization table, the bills and checks generated properly breaking out the amount of the payment applying to interest and the amount applying to principal.
Learners will run multiple practice scenarios utilizing the loan manager tool.
The course will also demonstrate how the loan manager can be used to make loan projections, the demonstrations comparing the loan manager tools to those that can be found in Excel.
Our Promise to You
By the end of this course, you will have learned how to use the loan manager and generate amortization tables in QuickBooks Desktop 2021.
30 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today and learn more about using QuickBooks Desktop 2021.
|Section 1 - Overview|
|Loan Amortization Schedule||00:00:00|
|Loan Manager Overview||00:00:00|
|Loan Manager Setup QuickBooks File||00:00:00|
|Section 2 - Setup Loan|
|Loan Manager Amortization Table Excel||00:00:00|
|Loan Manager Setup New Loan||00:00:00|
|Section 3 - Generate Checks And Bills|
|Loan Manager Generate Checks And Bills||00:00:00|
|Section 4 - Setup Loan Where Payments Have Already Been Made|
|Loan Manager Enter Loan Where Payments Have Already Been Made||00:00:00|
|Section 5 - Use What If Scenario Tool|
|Loan Manager What If Scenario Tool||00:00:00|